Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
  • Investment Management
  • Military Financial Advisor

Awards & recognition

  • Salinas Valley Financial Services, Ameriprise Client Experience Award, 2022, 2023

Community participation

David Jenkins represents our team as a board member of Partners for Peace, a nonprofit organization that focuses on building strong families for a peaceful community by delivering a family prevention & intervention class series to parents, caregivers and youth.

Matt Salyer represents our team in the Salinas Valley Chamber of Commerce, an association of businesses organized to build a strong local economy by promoting sound government & an informed membership & community.

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